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Money Metals News Alert
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September 2, 2025
– Gold and silver rallied strongly into the weekend and advanced further in
Europe and Asia yesterday, despite Labor Day market closures in the U.S.
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Gold touched a new
all-time high over $3,500.
Silver broke above the $40
level, running to $41 on Monday evening before pulling back modestly this morning.
A federal appellate court
ruling on Friday against Trump's authority to impose tariffs without Congress is
leading to more stock market uncertainty and is also contributing to the strength
of precious metals markets.
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Retail demand for physical gold and
silver picked up on Friday and over the weekend. Premiums remain at multi-year
lows.
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Gold : Silver Ratio (as of
Friday's closing prices) – 86.7 to
1
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Gold???s Share of International Reserves Surges
Dramatically
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The global currency reserve numbers
are in for 2025 Q1!
The research has been compiled by gold
analyst Jan Nieuwenhuijs of Money Metals, who is widely recognized for his deep
research on central bank gold reserves and global monetary trends.
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As
of the end of 2024 Q4, the Federal Reserve Note dollar remained the number one
reserve currency in central banks around the world at 45.55%, with gold firmly in
second place at 21.20%, the euro in third place at 15.63%, and all other
currencies making up the remaining 17.62%.
This indicates that gold
continued to see healthy global demand on the free market, while much of the gold
price has been directly influenced by international
central bank purchases.
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Since 2024 Q4, central banks have continued
to demand more gold while trading their U.S. Treasuries for the shiny metal.
With uneasiness about US monetary
policy, insurmountable national debt, Trump???s vacillating tariffs, Federal Reserve
induced inflation, unpredictable interest rates, metastasizing consumer debt, and
growing military tensions, many countries are choosing to de-dollarize through the
process of selling their fiat
U.S. Treasuries for more gold sound money.
This has been exacerbated by the even
simpler fact that gold is outperforming
Treasuries, S&P 500, NASDAQ, and most other currencies, including popular
cryptocurrencies such as Bitcoin and Ethereum, year-to-date.
So, central banks are choosing less
risky options than U.S. Treasuries for their reserves, while often choosing the
more stable
and sound option of gold.
According to research by Jan
Nieuwenhuijs, since 2024 Q4 and the closing of 2025 Q1, USD still remains as
the number one reserve currency in the world at 43.79%, gold in second place at
24.16%, the euro in third at 15.21%, and other currencies making up around 16.84%.
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This demonstrates a 1.76% decrease in
USD???s share of global reserves and an increase of 2.96% in gold???s relative
holdings by central banks around the world.
Since March 31, 2025, the price of
gold has continued to increase, making up about an 11% boost. Many leading banks,
investors, gurus, and experts around the world are predicting that the price of
gold will continue to rise through 2026 Q2.
This suggests that if things continue
in the same direction, central banks are likely to be enticed to continue to
de-dollarize by selling
their U.S. Treasuries for more gold, pressuring for further accelerated
de-dollarization. The consequence of such would imply a weakening U.S. dollar and
a strengthening gold price.
Will gold reclaim its historic seat as
the number one reserve currency in the world?
We will have to wait and see.
In the meantime, it does not appear as
though the USD will strengthen anytime soon against other fiat currencies, and the
price of gold will likely
continue to rise, especially in relation to the USD???s purchasing power.
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This week's Market Update was
authored by Money Metals Contributing Writer Joshua D.
Glawson.
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This copyrighted material may not
be republished without express permission. Offer only available through email
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